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At Sovereign Independent Financial Advisers, we are a team of Chartered and Independent Financial Planners dedicated to helping our clients achieve their financial goals. Our experienced team of experts has been providing bespoke financial planning services to individuals, business owners, and professionals in Thornbury, north Bristol, and beyond.
Our Expertise
As a Chartered and Independent firm, we take pride in our ability to offer unbiased and tailored advice to our clients. We specialise in working with business owners, senior executives, and individuals approaching retirement or experiencing significant life changes. Our expert team provides bespoke financial planning services, including retirement planning, tax planning, and investment management.
Our Values
Our commitment to excellence and client-centric approach has earned us a reputation as one of the leading financial planning firms in the region. We believe in building long-term relationships with our clients, providing them with peace of mind and helping them achieve their financial objectives. Our team of highly-qualified and experienced Financial Planners work closely with each client to understand their unique circumstances and goals, providing tailored advice and support every step of the way.
Our Services
Our comprehensive range of services includes:
- Retirement planning and pensions
- Investment management and portfolio planning
- Tax planning and mitigation
- Estate planning and inheritance tax planning
- Business protection and succession planning
- Second Opinion Service for existing investments
Meet Our Team
Our team of experts includes James Marchant, Director and Financial Planner, Mark Hibbitt, Director and Chartered Financial Planner, Heidi Dann, Practice Manager, and Lucinda Gilbert, Senior Client Administrator. We are proud to have a highly-qualified and experienced team dedicated to providing exceptional service to our clients.
Awards and Accolades
We are proud to have received numerous awards and accolades, including the prestigious Chartered Financial Planners title, demonstrating our commitment to excellence and expertise in financial planning.
Community and Charity
At Sovereign Independent Financial Advisers, we are committed to giving back to our community. We partner with local charities and organisations to support worthy causes and make a positive impact on our community.
Overview of Reviews
The reviews of Sovereign IFA Ltd are overwhelmingly positive, with clients expressing satisfaction with the company's expert advice, professionalism, and personalized service.
Key Strengths
- Expert and Honest Advice: Clients praise the company's expert and honest advice, which has helped them make informed decisions about their finances.
- Professionalism and Personable Service: The company's professional and personable approach is consistently highlighted, with clients appreciating the time taken to understand their individual needs and circumstances.
- Trust and Confidence: Clients express trust and confidence in the company's ability to provide sound financial guidance, leading to long-term relationships and recommendations.
Service Delivery
- Personalized Approach: The company's personalized approach is highly valued, with clients appreciating the time taken to understand their individual needs and circumstances.
- Communication and Availability: Clients praise the company's communication and availability, with advisors being readily accessible to answer questions and provide guidance.
- Flexibility and Adaptability: The company's flexibility and adaptability are highlighted, with advisors willing to travel to clients' homes and adapt to individual needs.
Testimonials
Clients provide glowing testimonials, praising the company's expertise, professionalism, and personalized service. Many clients have been with the company for many years, testament to the strong relationships built on trust and confidence.
